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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,343 | $154,193+132.4% | $130,045+175.6% | $139,466+156.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.26% | 32.51%-12.3pp | -137.30%+157.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $18,117 | $5,292+242.4% | $4,321+319.2% | $4,754+281.1% |
| Participant deferral / active EE | $14,378 | $6,709+114.3% | $5,820+147.1% | $6,712+114.2% |
| Admin fee / account holder | $2,123 | $13,989-84.8% | $10,600-80.0% | $11,409-81.4% |